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Reviewing Transcript Reports & Documents

The Reports view allows you to quickly look at the information contained in the transcripts through a series of easy-to-read reports. The Documents view allows you to click through the entire transcript. Both of these views allow you to print and download reports and documents with ease.

Viewing Transcript Reports

This process can only be completed after pulling a client’s transcript. For more information, refer to the Requesting Client Transcripts article. Start by clicking Transcripts and either clicking on a transcript or requesting one.

Click Reports in the left column.

Click a on report you wish to view. Options include:

Account Overview

CSED Calculations

Account Transactions

Penalties and Interest

Payment History

Notices Overview

Tolling Events

Click Download All to download all reports to your computer.

On the Reports screen, click the Download icon to download the individual report.

Click the Print icon to print the report.

Viewing Transcript Documents

This process can only be completed after pulling a client’s transcript. For more information, refer to the Requesting Client Transcripts article. Start by clicking Transcripts and either clicking on a transcript or requesting one.

Click Documents.

Click on a document you wish to view. Options may include:

Account Transcript

Tax Return Transcript

Record of Account

Depending on the type of transcript you requested, your options may vary.

Click Download All to download all of the documents to your computer.

On the Document screen, click the Download icon to download the document to your computer.